NASDAQ$JOYY

JOYY Inc.-ADR · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

JOYY delivered Q3 operating income of $19.6M as BIGO Ads revenue surged 29%

JOYY Inc. reported third quarter 2025 net revenues of $540.2 million, down from $558.7 million a year ago but up 6.4% sequentially, as live streaming revenue stabilized at $388.5 million (+3.5% QoQ) and advertising revenue jumped 29.2% to $112.5 million. Operating income rose 19.1% year over year to $19.6 million and non-GAAP EBITDA increased 16.8% to $50.6 million. Net income from continuing operations attributable to controlling interest was $62.0 million. Global mobile MAUs averaged 266.2 million while BIGO Ads revenue reached $103.9 million, up 33.1% year over year. Net cash totaled $3.32 billion and the company returned $147.9 million in dividends plus $88.6 million in share repurchases year to date through November 14.

  • Net revenues were $540.2 million with live streaming at $388.5 million and advertising up 29.2% to $112.5 million.
  • Operating income rose 19.1% YoY to $19.6 million; non-GAAP EBITDA grew 16.8% to $50.6 million.
  • Non-GAAP net income was $72.4 million; diluted EPS from continuing operations was $1.15 per ADS.
  • BIGO Ads revenue reached $103.9 million (+33.1% YoY, +19.7% QoQ) as SDK ad requests rose 228% YoY.
  • Q4 revenue guidance of $563–578 million; quarterly dividend of $0.97 per ADS declared for Q4 2025.

Headline financials

Total Revenue

$540M

Previous: $559M-3.3%
EPS (adj)

$1.36

Previous: $1.07+27.1%
BIGO paying users

1.5M

No prior period
Global Average Mobile MAUs

266.2M

No prior period
Net Cash from Operating Activities

$73.4M

No prior period
Non-GAAP EBITDA

$50.6M

No prior period
BIGO ARPPU

$222.60

No prior period
Net Income

$62M

No prior period
Operating Income

$19.6M

No prior period
Gross Profit

$193M

No prior period
Cash & Equivalents

$3.32B

No prior period

Revenue & EPS history

JOYY · Revenue · Quarterly

$540M

Q3 2025-3.3%vs Q3 2024
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Revenue by segment

JOYY · $540M total across 3 segments · Q3 2025

  • Live streaming
    $389M
  • Advertising
    $113M
  • Other (primarily advertising)
    $39.2M

Forward guidance

JOYY expects Q4 2025 net revenues between $563 million and $578 million, reflecting continued live streaming recovery and advertising momentum.

Tailwinds

  • Second consecutive quarter of sequential live streaming revenue growth
  • BIGO Ads scaling rapidly with AI-driven optimization and expanded SDK traffic

Headwinds

  • Live streaming revenue still down 11.6% year over year due to prior operational adjustments
  • Global MAUs declined modestly to 266.2 million from 272.4 million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.7%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+3.2%

Avg return

30 days after

53%

29 / 55 earnings

Positive

+72.5%

Q4 2021

Best reaction

-14.9%

Q2 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+0.1%-0.6%-1.8%
Q3 2025+6.4%+7.7%+8.7%
Q2 2025+3.8%+4.9%+13.6%
Q1 2025+4.3%+3.2%+10.2%
Q4 2024-12.1%-10.3%-16.4%
Q3 2024+11.4%+21.0%+20.7%
Q2 2024+2.7%+2.1%+11.7%
Q1 2024-3.7%-8.2%-7.8%
Q4 2023-2.4%-4.8%-0.2%
Q3 2023-2.1%-4.7%+1.2%
Q2 2023+2.8%+4.8%+15.9%
Q1 2023-12.1%+2.0%+7.1%
Q4 2022+1.9%+6.1%+7.4%
Q3 2022+10.3%+10.1%+17.4%
Q2 2022-13.5%-10.5%-19.4%
Q1 2022-12.5%-13.5%-25.6%
Q4 2021+72.5%+74.6%+61.6%
Q3 2021-1.6%+1.4%-11.0%
Q2 2021+11.8%+21.3%+35.2%
Q1 2021-9.4%-11.0%-16.8%
Q4 2020-11.3%-11.7%-8.6%
Q3 2020+6.4%-9.5%-12.7%
Q2 2020+6.9%+5.2%-3.5%
Q1 2020+0.5%-11.6%+54.0%
Q4 2019-2.6%-17.1%+14.3%
Q3 2019-3.9%-5.4%-12.9%
Q2 2019+3.1%+5.5%+15.3%
Q1 2019+4.5%+6.8%+7.7%
Q4 2018+14.9%+7.1%+24.4%
Q3 2018-6.8%+4.8%+1.2%
Q2 2018-14.9%-17.1%-19.6%
Q1 2018-12.7%-9.0%-21.7%
Q4 2017-11.2%-10.3%-22.8%
Q3 2017+22.9%+18.4%+19.5%
Q2 2017+1.2%-6.2%+0.1%
Q1 2017-1.8%+0.7%+7.1%
Q4 2016-3.6%+4.5%-9.9%
Q3 2016+0.9%+3.9%-4.6%
Q2 2016+4.4%+3.6%+12.1%
Q1 2016+1.2%-1.5%-22.2%
Q4 2015-0.1%
Q3 2015-0.7%
Q2 2015+0.4%
Q1 2015-7.4%
Q4 2014+12.3%
Q3 2014-3.5%
Q2 2014+8.1%
Q1 2014-6.3%
Q4 2013+2.9%
Q3 2013-11.4%
Q2 2013-4.3%
Q1 2013+3.9%
Q4 2011+0.1%
Q4 2010+0.1%
Q4 2012-13.2%
Q3 2012
Q2 2012
Q1 2012
Q3 2011

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